•Optimize financial and operational aspects of a complex, multi-discipline healthcare client•Manage, allocate, track, and document multi-million dollar media budgets for 100+ healthcare centers nationally with a high degree of accuracy•Create, manage, and present media and advertising financial forecasting•Document budget pacing and present budget vs. actual reports to clients on a monthly, quarterly, and annual cadence•Track resource usage, employee utilization, client staffing requirements, and timekeeping accuracy•Collaborate with client services and finance to prepare SOWs, request client POs, and issue invoices •Track the timelines of invoice submissions and payments, following up as necessary•Work with the analytics team to improve the accuracy, efficiency, and relevancy of financial reports•Prepare and present ad-hoc client-requested financial reports•Improve and/or create, document, and present internal financial processes

•Revamped and supervised a high-performing team, ensuring seamless monitoring of website data integrity•Conducted regular performance evaluations and provided feedback and coaching for continuous improvement•Defined and managed project scope, timelines, tasks, milestones, resources, and deliverables•Prioritized daily tasks, swiftly addressing blockers and bugs to facilitate the timely onboarding of new projects•Communicated project status to internal and external stakeholders regarding website content and coverage •Designed, planned, and managed the execution of business metrics and analytics transformation initiatives•Built data-driven reports to measure KPIs and determine the service level expectations of the onboarding team •Reviewed processes for improvement opportunities with a focus on automation and efficiency•Collaborated with product managers and senior leadership to prioritize product upgrades and system improvements•Implemented data-driven strategies to optimize operational efficiency and improve overall performance•Identified and implemented cost-effective strategies to optimize resource allocation and reduce operational expenses •Built and enacted training programs to ensure the continuous professional development of the operations team •Implemented innovative technologies and systems to streamline operations and enhance customer experience•Devised and executed a performance management system to measure and track the productivity and effectiveness of the team•Developed and implemented operational strategies for improving efficiency and performance in the onboarding processes •Analyzed market trends and competitor strategies to identify opportunities for operational improvements and business growth•Established and executed strategic plans to optimize operational efficiency and achieve organizational goals •Implemented and managed efficient operational processes to ensure the smooth functioning of all departments within the organization

•Collaborated with cross-functional teams to identify and implement process improvements, resulting in operational efficiency and cost savings•Implemented data-driven reporting and analysis to identify inefficiencies and opportunities for improvement in processes and resource allocation•Managed and improved vendor relationships to ensure timely delivery of goods and services while maintaining cost-effectiveness•Developed and implemented a comprehensive operational strategy to optimize business performance and drive growth •Proactively managed incoming project requests and deliverables for B2B clients to cement project scope and timelines •Identified and implemented process improvements to optimize operational efficiency and effectiveness•Drove forecasting, resourcing, budgeting, and management of projects for 15+ researchers•Planned and organized a comprehensive structure of the research department to increase productivity and efficiencies •Used Asana and Smartsheets to ensure comprehensive scheduling and tracking of projects including milestones and deliverables•Created and published business process mapping and training videos in Confluence and SharePoint to train and educate the team as needed•Utilized and updated data-driven reports on employee productivity and utilization using Tableau•Successfully increased billable hours by 17% and productivity by 9% by implementing a new project and resource-tracking process

•Ensured proper project management from scope to completion including meetings, deadlines, milestones, and quality control using Jira and Trello•Acted as the product owner and led end-to-end implementation of projects and releases related to calls, leads, and transfers•Leveraged PowerBi to evaluate and analyze reports, enabling data-driven decision-making for internal and external stakeholders•Developed and executed SQL queries, providing valuable insights through ad hoc reporting•Streamlined data exchange to ensure seamless interoperability between systems through API integrations using PHP, JSON, and XML•Managed integrations as a technical account manager for B2B marketing clients throughout all stages of the sales cycle•Reviewed business process mappings to identify opportunities for process improvement and increased efficiency •Documented multiple high-level processes utilizing Microsoft, Excel, Word, PowerPoint, and Google Suite•Successfully increased revenue through the automation of cross-sales, driving business growth•Collaborated cross-functionally to identify opportunities for process improvement and implemented changes to drive operational efficiency and cost savings•Conducted regular data audits to ensure data accuracy and integrity, and identified areas for improvement•Analyzed customer feedback and market research data to identify trends and make recommendations for product and process improvements•Identified and resolved inefficiencies in project management processes, resulting in improved productivity and successful completion of deliverables•Identified areas for automation within operational processes to increase efficiency and reduce costs•Developed and maintained a comprehensive database of operational processes, ensuring accurate and up-to-date documentation for all team members.•Formulated and executed efficient scheduling and tracking systems using Trello and Jira to ensure timely completion of projects and delivery of milestones

• Performed a short-term pricing analysis on a line of 826 products• Managed project from conception to delivery• Conducted product research and market research to gather competitor pricing strategies• Developed pricing reports and diagrams to present findings and solutions to upper management• Documented data and presentations using Microsoft Excel, and PowerPoint• Determined pricing adjustments to maximize sales and revenue

• Participated in a rotational development program to ensure proper studying of the business including wholesale operations, project management, inside sales, and outside sales, among others• Assisted in the recruitment and training of new employees to drive staffing initiatives and reach performance goals• Managed comprehensive projects and prioritized tasks to meet and exceed deadlines and ensure quality• Analyzed market trends and competitor strategies to identify potential growth opportunities and make recommendations for business expansion• Identify and develop strategies to enhance customer satisfaction and loyalty• Collaborated with senior management to identify and implement strategic initiatives to drive business growth and increase market share• Successfully completed the training program and was offered a promotion in a new location

• Worked directly with a diverse and high functioning group to create company marketing strategies• Managed comprehensive creation of marketing collateral from conception to delivery• Developed and published educational materials through social media, blogs, and articles• Gathered research regarding literature for use in web content and promotional materials• Created a year’s worth of marketing material in two months• Increased social media audience by seven-fold

• Developed and executed marketing strategies to increase brand awareness and drive client engagement • Spearheaded the implementation of targeted direct marketing initiatives to gain valuable referrals from new prospective markets• Drove indirect marketing efforts to maximize attorney referrals• Digitized and organized paper records, enhancing accessibility and efficiency

• Provided integral support in managing client relationships. facilitating seamless operations• Handled administrative tasks, prepared financial reports, and assisted in the development of comprehensive financial plans • Coordinated client meetings, managed communications, and ensured a high level of client satisfaction• Maintained confidential client records, executed account transactions, and contributed to overall operational success• Assisted in the implementation of financial plans and strategies for clients• Conducted market research to identify potential clients and develop strategies to reach and engage with them